Vanguard Utilities ETF
551 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 157 reducing their positions, and 32 closing their positions.
144% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 32
92% more call options, than puts
Call options by funds: $6.82M | Put options by funds: $3.55M
20% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 157
14% more capital invested
Capital invested by funds: $1.78B → $2.03B (+$249M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
7% more funds holding
Funds holding: 514 → 551 (+37)
2.19% less ownership
Funds ownership: 32.57% → 30.37% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.4M |
| 2 |
I
INVST
Indianapolis,
Indiana
|
+$7.75M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$7.44M |
| 4 |
RB
Richmond Brothers
Jackson,
Michigan
|
+$6.75M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$82.9M |
| 2 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$16.1M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$11.2M |
| 4 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$7.17M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
576
Register Financial Advisors
Atlanta,
Georgia
| – | -$27.5K | -186 | Closed |
|
|
GLR
577
Great Lakes Retirement
Sandusky,
Ohio
| – | -$13.4K | -90 | Closed |
|
|
PCM
578
Penserra Capital Management
Orinda,
California
| – | -$8K | -53 | Closed |
|
|
HBW
579
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$7K | -50 | Closed |
|
|
BTI
580
Blue Trust Inc
Alpharetta,
Georgia
| – | -$6.84K | -48 | Closed |
|
|
AWM
581
Abound Wealth Management
Franklin,
Tennessee
| – | -$3.55K | -24 | Closed |
|
|
TWP
582
Triad Wealth Partners
Lawrence,
Kansas
| – | -$2.96K | -20 | Closed |
|
|
SWM
583
Sanctuary Wealth Management
Pocatello,
Idaho
| – | -$2.37K | -16 | Closed |
|
584
BlackRock
New York
| – | -$76 | -1 | Closed |
|
VPU Hedge Fund Activity: Q3 2024 in Review
551 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2024, worth a combined $2.03B — up 14% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VPU positions and 32 closed out — a net gain of 46 holders — while 189 added to existing stakes and 157 trimmed.
The largest buyer was Bank of America, adding an estimated $14.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $82.9M.
- 551 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2024, up from 514 in Q2 2024.
- Funds reported $2.03B of Vanguard Utilities ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 78 funds opened new Vanguard Utilities ETF positions in Q3 2024 and 32 closed out, a net change of +46 holders.
- The largest Vanguard Utilities ETF buyer in Q3 2024 was Bank of America, an estimated $14.4M added.
- The largest Vanguard Utilities ETF seller in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $82.9M sold.
Based on aggregated 13F filings for Q3 2024.